Onboarding Steps

1. Basic Information (required)
Details needed to set-up the account (taken from original)

2. Destination Fund (required)
To make sure we created the correct projections for users we asked them to tell us what account they were saving toward. The icons created here were used across the platform and in our marketing materials.

3. Phone Number/Code (required)
We told users we needed this to “secure their account” but we really wanted this information as a re-engagement tool, to text them a link to download the evoshare app or tell them about a cool new feature.

To continue the story about a second way to secure their account our developers created a code that the user had to enter in. Once the code was entered, an account was generated from the evoshare side and the user was brought into the dashboard.

4. Overview (required)
We acknowledged that not all employees would pay attention or read about what EvoShare was so we created a buffer slide to introduce the program. I had a bit of fun creating the illustrations that paired alongside this step.

5. Microsavings (required)
This step was a new feature that was incorporated into all employee accounts. It allowed a user to choose between $0 - $3 to put away everyday out of their checking account. I attempted to create an emotional connection with some illustrated flower coins, they grew happier the higher amount and started crying if you selected $0. The impact of this step increased adoption by 30%.

6. Ending slide (optional)
Feedback from users suggested we create some sort of definitive “you’re done with onboarding” so we created a conclusion slide. Selecting “Start Earning” would take a user to their dashboard where they’d be able to check out the other offerings of the EvoShare program.

The Addendum

During my research about how to simplify onboarding I learned about “contextual content” which aims to deliver information to users only when the user might need it.

We wanted to get a user through onboarding quicker, so we decided to remove two steps that were optional from the sequence. They were “linking a credit card” which allowed EvoShare to know when a user shopped locally at a partnered merchant. And there was “downloading the browser extension” which helped users shop online without missing a evoshare deal.

These two steps were still important to the success of a user, we just converted it from a step to a pop-up blocker, which only appeared once a user had the intention of shopping online or locally through their dashboard.

Shopping Online
If a user wanted to shop online, by going to the corresponding tab in their dashboard, they would be blocked by the following pop-up. Once a card was linked, they could proceed.

Impact: Over the course of a year, the amount of browser extension downloads QUADRUPLED, just by removing this step from onboarding.

Shopping Locally
If a user wanted to shop locally, they must download the extension and log-in. This would connect the evoshare system to the end user allowing them to check out what cash-back merchant offers were in their area.

Impact: Creating this pop-up blocker, TRIPLED the amount of cards linked over the course of a year.